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They include 1,410 individual clients, 115 high-net-worth individuals, and 50 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Latitude Advisors offer?","answer":"Latitude Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Latitude Advisors use?","answer":"Latitude Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $497M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Latitude Advisors have?","answer":"Latitude Advisors has 66 investment adviser representatives registered with state securities authorities, out of 66 employees, and 65 perform investment advisory functions. 57 employees are registered representatives of a broker-dealer and 30 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Latitude Advisors invest in?","answer":"At the end of its last fiscal year, Latitude Advisors’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 10% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Latitude Advisors?","answer":"Latitude Advisors is owned through a holding company by Jeffrey Lasky and John Bivens. Its direct owner is Latitude Financial, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Latitude Advisors get paid?","answer":"Latitude Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Latitude Advisors registered with the SEC?","answer":"Yes, Latitude Advisors has been registered with the SEC as an investment adviser since 16 July 2009. Its CRD number is 151001 and its SEC file number is 801-70420.","source":"Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Latitude Advisors?","answer":"Its phone number is 630-553-3730. Its website is latitudefinancial.net.","source":"Form ADV Part 1A, Item 1.F, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}